Highlights of last week: ESG and a ‘global debt explosion’

By October 12, 2020 08:55

Highlights of last week: ESG and a ‘global debt explosion’


This week a lot of webinars are being held. For example on Tuesday 13 October Jupiter AM hosts a webinar called “Income: it’s time to think creatively” and on Thursday 15 October T. Rowe Price hosts a webinar called “New world, new challenges” and UBP hosts a webinar called “Where to go for yield?“. Now, let’s take a look at two research highlights of last week.

Implications of the global debt explosion

Columbia Threadneedle Investments

“We have not seen government deficits or the stock of government debt-to-GDP rise like this since the second world war. Market focus is currently on the policy response, and while central banks are buying large amounts of sovereign debt via Quantitative Easing (QE) programs, debt sustainability will not be doubted. Over time, however, this will be an increasingly dangerous assumption.”

european gazette research


Sustainability Drives Success in a Post-Coronavirus World

T. Rowe Price

“Just as the GFC was a reckoning for financial companies, so has the current health crisis been for the technology sector. Big tech companies like Apple, Amazon, and Netflix are not unfamiliar with ESG controversy. Their business models have driven and benefited from tremendous societal changes in the way we communicate, shop, and watch TV. While these societal shifts have driven topline growth, they also have created more operational risks.”

insights T Rowe Price

These were OpinioPro’s highlights of week #41! We post new research every working day. Do you want to receive our newsletter to stay up-to-date on the latest investment research? Please sign up here. And don’t forget to check out our Events Calendar!

By October 12, 2020 08:55



"The trajectory of the #dollar suspended at the American election" -> https://www.opiniopro.com/2020/10/edmond-de-rothschild/the-trajectory-of-the-dollar-suspended-at-the-american-election/ #uselection #us #currnecy #coronavirus #monetarypolicy #centralbanks

"Investing Amidst a New #Fed Policy Regime" -> https://www.opiniopro.com/2020/10/ubp/investing-amidst-a-new-fed-policy-regime/ #centralbanks #us

Stay up-to-date with the latest #investment thinking - subscribe to our #newsletter: https://mailchi.mp/f5bb9afdbede/opiniopro

"The Seasons of the True Size Anomaly" -> https://www.opiniopro.com/2020/10/opiniopro-selection/the-seasons-of-the-true-size-anomaly/

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October 2020